0191 230 3034

www.three-counties.co.uk

How we can help

CORPORATE PLANNING

Corporate financial planning is about far more than arranging employee benefits and pensions. It involves making certain you’ve taken all the right measures to be in the best position to achieve your business goals and the necessary steps to protect your business.

Three Counties offers a full risk assessment, which will allow us to understand what you want to achieve, and more importantly, whether your company’s existing arrangements are delivering your requirements effectively and commercially. Our team of highly qualified advisors can provide extensive knowledge, skilled advice and assistance in the areas of Corporate Benefits, and their legislation and regulation.

Business financial planning

Although predominantly involved in Private Client Management we also have a significant number of small to medium sized Corporate Clients for whom we apply strategic planning assistance so as to free up your time to get on with the work you enjoy; the running and development of your business.

To free up the time of owner managers and other company executives we can assist with expert advice on:

Company Pension Schemes

SIPPs, SSAS, and GPP’s

Corporate Cash management

Shareholder Protection

Death in service and Critical Illness cover

Medical insurance & Keyman assurance

With your assistance we will examine the risks to your businesses' financial well-being and provide recommendations and on-going advice on topics which may impact. Advice on pensions is always important but never more so than with the constantly changing legislation.

What our clients have to say

TESTIMONIALS

Twenty five years ago, I switched management of my investments to Three Counties and it was soon apparent that they were a ‘perfect fit’ company.

Three Counties has a strong team which has provided me with a personal, professional and caring service in which I have total confidence. They have taken the time to get to know and understand my individual, familial, domestic and business-related circumstances, issues and aspirations which has enabled them to adjust my Personal Financial Plan to reflect these, as well as the ever-changing economic and legislative conditions.

I have no hesitation in recommending Three Counties to those who require wealth management or financial planning support – indeed, a number of my friends and family are now also benefitting from the team’s expertise.

Tony Asher

Want to know more?

GET IN TOUCH

We are a friendly bunch and are happy to help in anyway that we can. Whether you’re looking to find out more about our products and services, or want to discuss your options, please feel free to get in touch.

Three Counties Limited is registered in England and Wales. Registration No. 02353873. Registered office: As above. authorised and regulated by the Financial Conduct Authority (FCA) although the FCA may not regulate all products and services recommended.